• Enable integration

    Enable Nustshell from Quote Roller under “Settings” “Integrations” and find the Nutshell logo. Click to enable the integration, and enter your email and Nutshell API key.

  • Enable in Nutshell account

    Now you must enable the integration from Nutshell. Upon Nutshell gaining access to Quote Roller, Nutshell will place a “Send to Quote Roller” on each lead.

  • Send proposals from inside any Nutshell Lead

    Now you can create Proposals from any deal in your Sales Pipeline. You’ll now notice a “Send to Quote Roller” on the ride side of each lead.

Popular Integrations Include

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